IBTE

iShares iBonds Dec 2024 Term Treasury ETF
IBTE

Overview Fund Activity
Delisted

IBTE was delisted on the 16th of December, 2024.

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277 hedge funds and large institutions have $2.25B invested in iShares iBonds Dec 2024 Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 125 increasing their positions, 64 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
277
Holders Change
+40
Holders Change %
+16.88%
% of All Funds
4.06%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.25%
New
62
Increased
125
Reduced
64
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$66.7M
2
HPC
HM Payson & Co
Maine
+$52.5M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$23.8M
4
ICG
InterOcean Capital Group
Tennessee
+$17.9M
5
Renaissance Technologies
Renaissance Technologies
New York
+$16.7M

Top Sellers

1
B
Bailard
California
-$29.8M
2
GBWM
Granite Bay Wealth Management
New Hampshire
-$20.8M
3
SL
Summitry LLC
California
-$20.6M
4
NA
NewEdge Advisors
Louisiana
-$13M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$11.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CT
251
Colonial Trust
South Carolina
$73.2K – – –
CFO
252
CVA Family Office
Colorado
$70.1K +$70.1K +2,940 New
BWL
253
Bogart Wealth LLC
Virginia
$68.6K +$68.6K +2,874 New
SWC
254
Spectrum Wealth Counsel
Indiana
$66.3K +$66.3K +2,780 New
HIA
255
Harbor Investment Advisory
Maryland
$59.7K – – –
CA
256
Clearstead Advisors
Ohio
$59.7K +$59.7K +2,500 New
CAL
257
Capital Analysts LLC
Pennsylvania
$45K – – –
HWA
258
HHM Wealth Advisors
Tennessee
$41.8K – – –
WBC
259
West Branch Capital
Massachusetts
$35.8K – – –
FCA
260
FinTrust Capital Advisors
South Carolina
$35.1K – – –
SWM
261
Spire Wealth Management
Virginia
$33.5K – – –
RF
262
Robbins Farley
New Hampshire
$31.9K – – –
HI
263
Harbour Investments
Wisconsin
$24.4K +$24.4K +1,021 New
PA
264
Parallel Advisors
California
$23.9K – – –
PFBT
265
Parkside Financial Bank & Trust
Missouri
$21.8K – – –
ATC
266
Adirondack Trust Company
New York
$17.2K – – –
OLVIG
267
Oliver Lagore Vanvalin Investment Group
Michigan
$16.3K +$16.3K +683 New
FPB
268
First PREMIER Bank
South Dakota
$14K – – –
AF
269
Advisornet Financial
Minnesota
$14K +$14K +585 New
PCM
270
Penserra Capital Management
California
$7K +$23 +1 +0.3%
AWM
271
AllSquare Wealth Management
New York
$5.01K +$5.01K +210 New
SS
272
Sunbelt Securities
Texas
$4.63K – – –
Fifth Third Bancorp
273
Fifth Third Bancorp
Ohio
$4.46K +$4.46K +187 New
KFI
274
Key Financial Inc
Pennsylvania
$4.01K – – –
William Blair & Company
275
William Blair & Company
Illinois
$2.39K +$2.22K +93 +1,329%
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